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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
476
Jacobi Capital Management
Pennsylvania
$68K +$66.3K +627 New
VCM
477
Versant Capital Management
Arizona
$65K
DADC
478
D.A. Davidson & Co
Montana
$63K +$35.1K +332 +127%
HCC
479
Hirtle Callaghan & Co
Pennsylvania
$58K
SGAM
480
Smith Group Asset Management
Texas
$56K -$3.17K -30 -6%
Walleye Trading
481
Walleye Trading
New York
$53K +$51.1K +483 New
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$51K +$2.01K +19 +4%
WTC
483
WhitTier Trust Company
Nevada
$48K
TG
484
TLP Group
Illinois
$45K +$43.8K +414 New
SEC
485
Seven Eight Capital
New York
$44K -$1.28M -12,100 -97%
EWM
486
Evercore Wealth Management
New York
$44K +$5.82K +55 +16%
TWA
487
TCI Wealth Advisors
Arizona
$43K
HR
488
Howe & Rusling
New York
$39K -$740 -7 -2%
Carson Wealth (CWM LLC)
489
Carson Wealth (CWM LLC)
Nebraska
$36K
Bessemer Group
490
Bessemer Group
New Jersey
$32K -$1.8K -17 -6%
GAM
491
Gemmer Asset Management
California
$30K
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$30K +$529 +5 +2%
EWM
493
Endurance Wealth Management
Rhode Island
$25K
OC
494
Oakworth Capital
Alabama
$25K
AIM
495
Acrospire Investment Management
Illinois
$22K -$21.2K -200 -50%
AWMS
496
Advocacy Wealth Management Services
Georgia
$22K
WEC
497
Winslow Evans & Crocker
Massachusetts
$20.1K +$212 +2 +1%
OFS
498
Orrstown Financial Services
Pennsylvania
$18K +$13.8K +130 +371%
ST
499
Smithfield Trust
Pennsylvania
$17K
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$4.23K -40 -23%

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.